Wheatland Advisors’s Dominion Energy D Stock Holding History

Wheatland Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,412	Closed	-$277K	–	92
2019 Q3	$277K	Hold	3,412	–	–	0.25%	86
2019 Q2	$264K	Hold	3,412	–	–	0.2%	92
2019 Q1	$262K	Hold	3,412	–	–	0.2%	90
2018 Q4	$244K	Hold	3,412	–	–	0.21%	85
2018 Q3	$240K	Hold	3,412	–	–	0.18%	91
2018 Q2	$233K	Hold	3,412	–	–	0.19%	90
2018 Q1	$230K	Hold	3,412	–	–	0.19%	92
2017 Q4	$277K	Hold	3,412	–	–	0.22%	86
2017 Q3	$262K	Hold	3,412	–	–	0.22%	85
2017 Q2	$261K	Hold	3,412	–	–	0.24%	85
2017 Q1	$265K	Hold	3,412	–	–	0.24%	84
2016 Q4	$261K	Hold	3,412	–	–	0.23%	81
2016 Q3	$253K	Hold	3,412	–	–	0.24%	80
2016 Q2	$266K	Hold	3,412	–	–	0.26%	76
2016 Q1	$256K	Hold	3,412	–	–	0.26%	79
2015 Q4	$231K	Hold	3,412	–	–	0.24%	80
2015 Q3	$240K	Hold	3,412	–	–	0.26%	78
2015 Q2	$228K	Hold	3,412	–	–	0.22%	83
2015 Q1	$242K	Hold	3,412	–	–	0.24%	77
2014 Q4	$262K	Hold	3,412	–	–	0.26%	77
2014 Q3	$236K	Hold	3,412	–	–	0.24%	78
2014 Q2	$2M	Hold	3,412	–	–	1.82%	22
2014 Q1	$242K	Hold	3,412	–	–	0.25%	76
2013 Q4	$221K	Buy	+3,412	New	+$220K	0.23%	78

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wheatland Advisors's D Position: Q4 2019 in Review

Wheatland Advisors sold out of Dominion Energy (D) in Q4 2019, closing a stake of 3,412 shares — an estimated $277K sold.

Wheatland Advisors first reported a position in D in Q4 2013 and held it in 24 quarters. The position peaked at $2M in Q2 2014. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

Wheatland Advisors reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
Wheatland Advisors sold 3,412 Dominion Energy shares in Q4 2019, an estimated $277K.
Wheatland Advisors first reported a position in Dominion Energy in Q4 2013 and held it in 24 quarters.
Wheatland Advisors's Dominion Energy position peaked at $2M in Q2 2014.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Wheatland Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.